Hi, I’m
SEFIN BABU
Senior Transaction Processing
Bengaluru
Summary
Experienced Transaction Processing Analyst with a proven track record in financial and administrative roles. Expertise in US retirement plans, supply chain management, and capital markets to drive operational excellence. Proficient in managing 401k and 403(b) plans, consistently meeting strict SLAs while maintaining high quality and productivity. Recognized for leadership abilities, problem-solving skills, and fostering teamwork. Dedicated B.Com graduate with exceptional academic record, committed to delivering results and contributing to organizational growth. Excited to join a dynamic team to leverage experience and skills for meaningful impact in any role.
Overview
6
years of professional experience
3
Certifications
4
Languages
Work History
Mphasis
Senior Transaction Processing Analyst
05.2024 - Current
Job overview
- Asset
- Transfer Service at, Worked on Retirement and Non- retirement accounts
- Transfer of Asset for Liq – Annuity and CD , In kind transfer
- Handle allocation Task to get the doc Completed to achieve SLA
- Transferred the Mutual fund, Stock/Bond, AI and DRS
- Worked on Retirement Plans like 401K, 403B, 457B
- Set up the transfer and send to contra party via Fax/FedEx
- Processing individual retirement account (IRA), Trust account
- Joint account, UGMA, Corporate Account, Custodian for minor delivering work to the clients within SLA period
- Preparing daily, weekly and monthly reports
- Quality Analysis & calibration with the onshore QC team
- Sharing updates & processing procedures with the team
- Ensure accounts have to be done within the SLA and maintain quality
- Performing quality checks for the processing done by the team members
- Using Citrix application to process in the US Bank remote deposit
- Beta, DCTM, ATDB and Outlook
- Requestidentifiedasnotingoodorder(NIGO)/ingoodorder(IGO)
- Awarded 1 time for star of the month for productivity and maintaining quality.
Baracca combodia ltd
Administration Executive
08.2022 - 12.2023
Job overview
- Assisted in the development of new administrative systems,procedures and policies
- Followed up with customer accounts to resolve unpaid or past due accounts
- Checked office stockto determine supply levels and maintain inventory
- Monitoredpayroll, credit card purchases and invoicing to prevent financialerrors
- Utilized document management system to organize
Wipro Technologies
Senior associate
06.2019 - 12.2020
Job overview
- Assisted customers in filing new insurance claims and provided status updates on existing ones
- Maintained accurate documentation on all pre-authorization requests, denials and appeals
- Process insurance applications, renewals, cancellations and payments
- Examined claims, records and procedures to grant approval of coverage
- Worked on Citrix applications and outlook
Education
Kuvempu University
B.Com
06.2016 - 5 2019
Mount Carmel PU collage
Commerce
06.2014 - 4 2016
Deepthi High School
06.2010 - 5 2013
Skills
401k
Personal Information
- Place of Birth: N R Pura
- Date of Birth: 01/19/98
- Nationality: Indian
Certification
QuickBooks Training
Timeline
Supply Chain Management
03-2025
Senior Transaction Processing Analyst
Mphasis
05.2024 - Current
QuickBooks Training
02-2024
Administration Executive
Baracca combodia ltd
08.2022 - 12.2023
Advanced Diploma in Computer Applications
12-2019
Senior associate
Wipro Technologies
06.2019 - 12.2020
Kuvempu University
B.Com
06.2016 - 5 2019
Mount Carmel PU collage
Commerce
06.2014 - 4 2016
Deepthi High School
06.2010 - 5 2013
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